Manage campaign milestones

  • Updated

You can group related tasks into milestones in a project or campaign to improve the visibility of a project's progression. If a milestone date shifts, corresponding work automatically updates. 

You can create a campaign milestone if you have permission to create events. Milestones inherit campaign permissions (like events do).

Create campaign milestones

  1. Select Add (icon) > Milestone. A milestone form displays.

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  2. Enter Title, Description (optional), Due Date, and Color, and select a campaign for the milestone.

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  3. Click Link Task to link tasks under this new milestone. The tasks listed are in the selected campaign.

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    CMP links the Strategic Brief Development task under this milestone in the example.

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View milestone status

Milestone status is based on the number of tasks completed. For example, if four tasks are linked under the milestone and two are completed, the milestone shows as 50% complete.

  • CMP bases the status on the due date if the milestone has no linked tasks.
  • If the due date is before today, the status reads: Not Started.
  • If the due date is today: In Progress.
  • If the due date is after today: Complete.

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View milestones in campaigns

You can view task-to-milestone relationships in Plan > List view.

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You can view a campaign milestone in Plan > Timeline view and color by milestone.

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You can view a milestone in the task under the Plan > Related tab.

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You can view milestones in Dashboard > Recently Viewed and in global search.

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View milestones in tasks

You can view a milestone in the task under the Plan > Related tab.

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Update milestone or task dates

When you update a milestone due date, you can update step dates and due dates for linked tasks by the same number of business days, which applies to any associated task dependencies. If you do not want to update the tasks, you can choose to keep the original due dates.

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Task due dates can go past the milestone due date. CMP notifies you when the dates are past the milestone due date to keep activities aligned.

Change the campaign of a milestone

You can change the milestone campaign by hovering over the campaign name in the Milestone view and selecting Change Campaign. Changing the campaign unlinks associated tasks with the milestone to realign the milestone to the new campaign.

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Move a milestone 

You can link tasks only under one milestone. To add another related activity, click Add Related and move the milestone by selecting a new milestone name.

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